PLANNING SERVICES | Overview


Welcome to our section regarding the financial and estate planning services that we individually provide for our clients. We focus on planning to accomplish your goals.

Our specialty is combining your planning goals into one comprehensive plan that takes into account the financial, tax, and personal goals that you have for yourself, your heirs, and the community around you. Please feel free to contact us if you would like to further discuss your situation.



 "Money: How much money do you have to have to be considered rich in today's society? Some say about $1.3 million per family member. Others say about $5 million per family. Some individuals have told me that you should have unearned income of about $500,000 per year to be considered rich.

But I keep thinking of how many people I know with far more than that who do not seem happy. On the other hand, I know many people who have trouble paying their bills yet are really well off.

If you can share any problem with your wife, you're rich. If you can face your parents and believe you have given back to them even a hint of what they gave you, you're rich. If you can take an afternoon off to go boating with your pal, you're rich. If you can honestly say you have nothing to hide, you are really, really rich."

— Benjamin. J. Stein

Home | Our Firm | Planning Services | Online Access | Articles & Research | Investment Resources | Contact Us & Directions
This communication strictly intended for individuals residing in the states of CA,CO,DE,FL,GA,HI,IL,IN,MA,MD,MO,NH,NJ,NV,NY,OH,PA,SC,VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
Privacy Policy
© Copyright 2005 - 2017